大耳朵Ears的个人主页 - 老虎社区

大耳朵Ears

大耳朵Ears

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IP属地：海南

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1主题

0勋章

03-18

短期受政治因素扰动风险，长期绝佳机会

03-12

绝对的好机会

2024-12-18

$特斯拉(TSLA)$ 长期还是看多，短期是做空的窗口机会

2024-12-06

$特斯拉(TSLA)$ 劝人不追但是不追恐怕再没有机会了

2024-11-14

曾落伍了，淘汰了，不用两年，一年的时间完全无监督，办自动驾驶就出来了

2024-09-29

晚了

抱歉，原内容已删除

2024-07-11

花旗.....这名单也能称AI

抱歉，原内容已删除

2024-07-08

还是不太懂再细一点

2024-01-10

高客单价外卖、到店团购这两项不知道对美团影响多少，未来两三年这两块业务非抖音莫属

@蓝鲨消费:用低价抢了1800亿生意，抖音“逼疯”美团？

2024-01-07

我觉得是老虎证券$老虎证券(TIGR)$

2023-11-24

又到了该重新再审视企业的时候了

去老虎APP查看更多动态

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图片 本文共计 4317 字 | 阅读需要 10 分钟 蓝鲨导读：“二选一”会不会重现？ 作者&nbsp;| 陈世锋 编辑&nbsp;| 卢旭成 近日，美团高级副总裁、到店事业群总裁张川发布内部公开信。这也是美团高管少有的除组织和人事调整外，向内部员工发出的内部信。 在这封4200多字的内部信中，张川提到：“互联网进入存量用户竞争的阶段，因为不像外卖那样有配送的护城河，所以新手进军生活服务都是从到店开始”。他断定，2024年是解决问题的好机会。并详细阐释了：“在淘汰赛时代，(美团)到店的护城河到底是什么?”，以及“解决问题的方法有且只有一个——到一线去，到战场去”。 张川还指出，公司需要迅速调整和完善，形成新的产品能力、供给能力、组织能力和营销能力。这要求管理层和后线人员深入一线。特别是管理体系需了解商家变化，找到核心商家，以真正建立天天低价的供给体系。 关于“战役”、“战争”、“之战”之类的描述这份寄语中出现了不下10次，这是美团很多年来没怎么用过的词汇。张川表示，“这不是关键，关键是到店的团队认为能不能赢”。一位到店员表示，“用战争作类比，说明内部对对手的关注到了相当高的程度，思维导向是‘你死我活’”。 张川有近15年的互联网及IT行业经历，曾担任过58集团执行副总裁、百度联盟产品负责人，也深受美团创始人王兴的认可。王兴曾这样评价张川：“他在互联网产品技术领域、商业产品设计、商业体系建设等方面有非常丰富的成功经验。” 2017年12月1日，美团CEO王兴通过内部信宣布了公司最新的组织升级，任命张川担任新到店事业群总裁。“空降”而来的张川连续6年稳坐到店事业群老大的位置，表明其具有极强的执行力和洞察力，也有强大的手腕。这次的内部信为何措辞如此激烈，显然是被逼到了不得不发的地步。 2023年，群雄拉开了一场本地生活服务大战，抖音、拼多多、高德乃至小红书都纷纷加入，颇有","listText":"图片 图片 本文共计 4317 字 | 阅读需要 10 分钟 蓝鲨导读：“二选一”会不会重现？ 作者&nbsp;| 陈世锋 编辑&nbsp;| 卢旭成 近日，美团高级副总裁、到店事业群总裁张川发布内部公开信。这也是美团高管少有的除组织和人事调整外，向内部员工发出的内部信。 在这封4200多字的内部信中，张川提到：“互联网进入存量用户竞争的阶段，因为不像外卖那样有配送的护城河，所以新手进军生活服务都是从到店开始”。他断定，2024年是解决问题的好机会。并详细阐释了：“在淘汰赛时代，(美团)到店的护城河到底是什么?”，以及“解决问题的方法有且只有一个——到一线去，到战场去”。 张川还指出，公司需要迅速调整和完善，形成新的产品能力、供给能力、组织能力和营销能力。这要求管理层和后线人员深入一线。特别是管理体系需了解商家变化，找到核心商家，以真正建立天天低价的供给体系。 关于“战役”、“战争”、“之战”之类的描述这份寄语中出现了不下10次，这是美团很多年来没怎么用过的词汇。张川表示，“这不是关键，关键是到店的团队认为能不能赢”。一位到店员表示，“用战争作类比，说明内部对对手的关注到了相当高的程度，思维导向是‘你死我活’”。 张川有近15年的互联网及IT行业经历，曾担任过58集团执行副总裁、百度联盟产品负责人，也深受美团创始人王兴的认可。王兴曾这样评价张川：“他在互联网产品技术领域、商业产品设计、商业体系建设等方面有非常丰富的成功经验。” 2017年12月1日，美团CEO王兴通过内部信宣布了公司最新的组织升级，任命张川担任新到店事业群总裁。“空降”而来的张川连续6年稳坐到店事业群老大的位置，表明其具有极强的执行力和洞察力，也有强大的手腕。这次的内部信为何措辞如此激烈，显然是被逼到了不得不发的地步。 2023年，群雄拉开了一场本地生活服务大战，抖音、拼多多、高德乃至小红书都纷纷加入，颇有","text":"图片 图片 本文共计 4317 字 | 阅读需要 10 分钟 蓝鲨导读：“二选一”会不会重现？ 作者 | 陈世锋 编辑 | 卢旭成 近日，美团高级副总裁、到店事业群总裁张川发布内部公开信。这也是美团高管少有的除组织和人事调整外，向内部员工发出的内部信。 在这封4200多字的内部信中，张川提到：“互联网进入存量用户竞争的阶段，因为不像外卖那样有配送的护城河，所以新手进军生活服务都是从到店开始”。他断定，2024年是解决问题的好机会。并详细阐释了：“在淘汰赛时代，(美团)到店的护城河到底是什么?”，以及“解决问题的方法有且只有一个——到一线去，到战场去”。 张川还指出，公司需要迅速调整和完善，形成新的产品能力、供给能力、组织能力和营销能力。这要求管理层和后线人员深入一线。特别是管理体系需了解商家变化，找到核心商家，以真正建立天天低价的供给体系。 关于“战役”、“战争”、“之战”之类的描述这份寄语中出现了不下10次，这是美团很多年来没怎么用过的词汇。张川表示，“这不是关键，关键是到店的团队认为能不能赢”。一位到店员表示，“用战争作类比，说明内部对对手的关注到了相当高的程度，思维导向是‘你死我活’”。 张川有近15年的互联网及IT行业经历，曾担任过58集团执行副总裁、百度联盟产品负责人，也深受美团创始人王兴的认可。王兴曾这样评价张川：“他在互联网产品技术领域、商业产品设计、商业体系建设等方面有非常丰富的成功经验。” 2017年12月1日，美团CEO王兴通过内部信宣布了公司最新的组织升级，任命张川担任新到店事业群总裁。“空降”而来的张川连续6年稳坐到店事业群老大的位置，表明其具有极强的执行力和洞察力，也有强大的手腕。这次的内部信为何措辞如此激烈，显然是被逼到了不得不发的地步。 2023年，群雄拉开了一场本地生活服务大战，抖音、拼多多、高德乃至小红书都纷纷加入，颇有","images":[{"img":"https://static.tigerbbs.com/dfaaf22475968c1efc89c49887059fb5","width":"1077","height":"202"},{"img":"https://static.tigerbbs.com/586e8e5a84b3e327d22b812605eb99d3","width":"397","height":"294"},{"img":"https://static.tigerbbs.com/ce7785ee4249542f3a0f182bf31ba34e","width":"1000","height":"241"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/261497521631488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185342768207242","authorId":"4185342768207242","name":"苏苏喂苏苏","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"4185342768207242","authorIdStr":"4185342768207242"},"content":"抖音在利用线上部分向线下引流，向实避虚方向是科学的。","text":"抖音在利用线上部分向线下引流，向实避虚方向是科学的。","html":"抖音在利用线上部分向线下引流，向实避虚方向是科学的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260583099527336,"gmtCreate":1704628974236,"gmtModify":1704629976128,"author":{"id":"3506509089469805","authorId":"3506509089469805","name":"大耳朵Ears","avatar":"https://static.tigerbbs.com/b2f85cc68cf636aa2ce111d8b2ebe575","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506509089469805","authorIdStr":"3506509089469805"},"themes":[],"htmlText":"我觉得是老虎证券<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","listText":"我觉得是老虎证券<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>","text":"我觉得是老虎证券$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260583099527336","isVote":1,"tweetType":1,"viewCount":3302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244958574694640,"gmtCreate":1700818963361,"gmtModify":1700819386093,"author":{"id":"3506509089469805","authorId":"3506509089469805","name":"大耳朵Ears","avatar":"https://static.tigerbbs.com/b2f85cc68cf636aa2ce111d8b2ebe575","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3506509089469805","authorIdStr":"3506509089469805"},"themes":[],"htmlText":"又到了该重新再审视企业的时候了","listText":"又到了该重新再审视企业的时候了","text":"又到了该重新再审视企业的时候了","images":[{"img":"https://static.tigerbbs.com/5e77b88d401548a5dc78f4a4dee4581c","width":"362","height":"571"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244958574694640","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":261552553963792,"gmtCreate":1704882261126,"gmtModify":1704882262948,"author":{"id":"3506509089469805","authorId":"3506509089469805","name":"大耳朵Ears","avatar":"https://static.tigerbbs.com/b2f85cc68cf636aa2ce111d8b2ebe575","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3506509089469805","idStr":"3506509089469805"},"themes":[],"htmlText":"高客单价外卖、到店团购这两项不知道对美团影响多少，未来两三年这两块业务非抖音莫属","listText":"高客单价外卖、到店团购这两项不知道对美团影响多少，未来两三年这两块业务非抖音莫属","text":"高客单价外卖、到店团购这两项不知道对美团影响多少，未来两三年这两块业务非抖音莫属","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/261552553963792","repostId":"261497521631488","repostType":1,"repost":{"id":261497521631488,"gmtCreate":1704852329134,"gmtModify":1704873167430,"author":{"id":"4103872978948020","authorId":"4103872978948020","name":"蓝鲨消费","avatar":"https://static.tigerbbs.com/21cb750f36ff52b1e53e7913535833a4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4103872978948020","idStr":"4103872978948020"},"themes":[],"title":"用低价抢了1800亿生意，抖音“逼疯”美团？","htmlText":"图片 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